Last modified by steven@one-count_com on 2018/07/10 16:42
From version 4.1
edited by melanie@one-count_com
on 2016/12/08 11:28
Change comment: There is no comment for this version
To version 7.1
edited by melanie@one-count_com
on 2016/12/14 12:24
Change comment: There is no comment for this version

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8 8  
9 9  **BECAUSE THESE FEED REPORTS ARE THIRD PARTY-SPECIFIC, YOU WILL NEED TO CREATE QUESTION(DATA FIELD)/REPONSE AND TRANSACTIONAL DATA MAPPINGS PRIOR TO RUNNING THE DASHBOARD AND CREATING THE FEED REPORT.**
10 10  
11 -This mapping is done in the Mapping Builder. See Mapping Builder documentation for detail on creating mappings.
11 +This mapping is done in the Mapping Builder. See [[UTILITIES - Mapper >>doc:Utilities - Mapper (v12\.x)]]documentation for detail on creating mappings.
12 12  
13 13  === RUN DASHBOARD ===
14 14  
15 -See Run Dashboard documentation for details on how to make selections for dashboard reporting.
15 +See [[Run Dashboard >>doc:Run Dashboard -- Select, Save, View and Use Saved Selections (v12\.x)]]documentation for details on how to make selections for dashboard reporting.
16 16  
17 17  === CREATE FEED REPORT ===
18 18  
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22 22  
23 23  Note that you will select a time period for the feed report separate than that selected for the dashboard.
24 24  
25 -=== Set Feed Criteria ===
25 +==== Set Feed Criteria ====
26 26  
27 27  [[image:attach:media_1467726658809.png||align="center"]]
28 28  
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33 33   4. Desired format/output of the report.
34 34   5. Add or Update Template based on criteria selected.
35 35  
36 -=== 1 – Feed Job List ===
36 +(% style="margin-left: 30.0px;" %)
37 +===== 1 – Feed Job List =====
37 37  
39 +(% style="margin-left: 30.0px;" %)
38 38  [[image:attach:media_1467727533167.png||align="center"]]
39 39  
42 +(% style="margin-left: 30.0px;" %)
40 40  All existing Feed Jobs are displayed here. If there are none listed, then none have been created.
41 41  
42 -Once a job is created and scheduled, you can Suspend, Edit, or Delete it.
43 - **Suspend:** This will suspend the job from running. Once a job is suspended, the "Suspend" button will change to "Activate", so you can edit and/or activate it at another time.
44 - **Edit:** All feed criteria for that job will be pre-populated and you can change the mapping selection and frequency selections, transfer information, report format selections, and name and description of the job in Section 5 shown in the screenshot above. **YOU MUST SELECT "Update" in the Add or Update section (Section 5 in screenshot above), or a new job will be created and placed in the queue to run.**
45 +(% style="margin-left: 30.0px;" %)
46 +Once a job is
47 +
48 +{{id name="Create a New Job"/}}created and scheduled, you can Suspend, Edit, or Delete it.
49 +\\ **Suspend:** This will suspend the job from running. Once a job is suspended, the "Suspend" button will change to "Activate", so you can edit and/or activate it at another time.
50 +\\ **Edit:** All feed criteria for that job will be pre-populated and you can change the mapping selection and frequency selections, transfer information, report format selections, and name and description of the job in Section 5 shown in the screenshot above. **YOU MUST SELECT "Update" in the Add or Update section (Section 5 in screenshot above), or a new job will be created and placed in the queue to run.
51 +**
45 45   **Delete:** This deletes the job.
46 46  
47 -=== Create a New Job ===
54 +(% style="margin-left: 30.0px;" %)
55 +**[[Create a New Job>>doc:||anchor="Create a New Job"]]**
48 48  
57 +(% style="margin-left: 30.0px;" %)
49 49  To create a new job:
50 50   ~1. Skip the Feed Job List.
51 51   2. Set mapping and frequency selections, and date range.
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54 54   5. Select "New" in the "Add or Update" drop-down. Give the job a name (required) and description (optional).
55 55   6. Click "Schedule".
56 56  
66 +(% style="margin-left: 30.0px;" %)
57 57  Further detail on Steps 2-5 is provided below.
58 58  
59 59  === 2 – Mapping and Frequency Selections and Date Range for the Feed Report ===
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103 103  {{/layout-cell}}
104 104  
105 105  {{layout-cell}}
106 -**Search all Documentation:**
116 +{{panel title="Search all Documentation:"}}
107 107  
108 108  
109 -
110 110  {{livesearch/}}
120 +{{/panel}}
111 111  
112 -
122 +{{panel title="Search Dashboards Documentation:"}}
113 113  
114 -**Search Dashboards Documentation:**
115 115  
125 +{{pagetreesearch rootPage="Analytics Dashboards"/}}
126 +{{/panel}}
116 116  
128 +{{panel}}
117 117  
118 -{{pagetreesearch rootPage="Analytics Dashboards"/}}
119 119  
120 -
131 +{{toc maxLevel="4"/}}
132 +{{/panel}}
121 121  
134 +{{panel title="Click here to expand..."}}
122 122  {{expand title="More Dashboards Documentation"}}
123 123  
124 124  
125 125  (% style="margin-left: 30.0px;" %)
126 -[[Run Dashboard – Select, Save, View, and Use Saved Selections>>doc:Run Dashboard -- Select, Save, View and Use Saved Selections (v12\.x)]]
127 127  
140 +
128 128  (% style="margin-left: 30.0px;" %)
129 129  [[Dashboard Reports – Generate Summary Report>>doc:Dashboard Reports -- Generate Summary Report (v12\.x)]]
130 130  
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138 138  
139 139  
140 140  {{/expand}}
154 +{{/panel}}
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141 141  {{/layout-cell}}
142 142  {{/layout-section}}
143 143  {{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -67479
1 +67485
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67479/Dashboard Reports -- Create Feed Report (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/67485/Dashboard Reports -- Create Feed Report (v12.x)